PGRTX
Principal SmallCap Growth I-Inst
$14.72
-0.12 (-0.81%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 2395.371M |
| 52 Week High | 15.14 |
| 52 Week Low | 11.48 |
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Key Data
| Symbol | PGRTX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 14.72 |
| Price Yesterday | 14.84 |
| Market Cap | 2,395.37 |
| YTD Return | 4.40% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 15.14 |
|---|---|
| 52 Week Low | 11.48 |
| Market Cap | 2,395.37M |
| Shares Outstanding | 162.73M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -87.10% |
|---|---|
| Five Days | 18.73% |
| One Months | 21.97% |
| Three Months | -5.60% |
| Six Months | 15.22% |
| Nine Months | 25.48% |
| One Year | 9.62% |
| Three Years | -4.72% |
| Five Years | 6.31% |
| Ten Years | 9.28% |
| YTD | 8.71% |
| Since Inception | 10.98% |
Returns Total
| One Day | -0.81% |
|---|---|
| Five Days | 0.34% |
| One Month | 1.59% |
| Three Months | -1.41% |
| Six Months | 7.21% |
| Nine Months | 18.33% |
| One Year | 9.61% |
| Three Years | -13.43% |
| Five Years | 35.68% |
| Ten Years | 142.34% |
| YTD | 4.40% |
| Since Inception | 862.09% |
Yearly Returns
| 2024 | 4.40% |
|---|---|
| 2023 | 16.43% |
| 2022 | -28.55% |
| 2021 | 7.24% |
| 2020 | 42.05% |
| 2019 | 33.60% |
| 2018 | -5.42% |
| 2017 | 26.31% |
| 2016 | 9.26% |
| 2015 | 1.19% |
Risk against SP-DA
| Alpha | -24.64% |
|---|---|
| Beta | 1.24 |
| Correlation | 77.12% |
| Downside Deviation | 4.34% |
| Coefficient of determination | 59.47% |
| Standard Deviation | 5.16% |
| Sharpe Ratio | -1.07 |
| Sortino | -4.4 |
| Treynor | 3.42 |
| Ulcer Index | 6.93 |
| Ulcer Performance Index | -2.76 |